2023 Form 5500 filing — Custom Vault Corporation Employee Stock Ownership Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240917142003NAL0003035905001) for Custom Vault Corporation Employee Stock Ownership Plan, reported by Custom Vault Corporation under EIN 06-1393463 and plan number 003. It reports 335 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6MReported net assets$6,008,422
Participants335
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240917142003NAL0003035905001
Plan sponsor
Custom Vault Corporation
EIN
06-1393463
Plan number
003
Location
Bethel, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6M total assets
Net assets$6MLiabilities$4
Money in vs. money out
Total income / additions$2.3M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Full reported line items
Total assets (EOY)
$6,008,426
Total liabilities (EOY)
$4
Net assets (EOY)
$6,008,422
Total income / additions
$2,267,856
Benefits paid
$2,078,321
Administrative expenses
$0
Total expenses
$2,078,321
Net increase / (decrease)
$189,535

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917142003NAL0003035905001 cover?
It is the 2023 Form 5500 filing for Custom Vault Corporation Employee Stock Ownership Plan, reported by Custom Vault Corporation (EIN 06-1393463).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages